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Our financial advice team


Cheryl Burress, Financial Advisor serving the Louisville, KY area - Ameriprise Advisors

Cheryl Burress

Financial Advisor

Cardinal Pointe Financial Group
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

  • University of Louisville, Bachelor of Science (B.S.)
  • Jefferson Community & Technical College (A.A.)
  • Spencerian College, Diploma

Awards & recognition

  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022-2023

Previous experience

  • Registered Wealth Management Associate, U.S. Bancorp Investments, Inc., Louisville, KY, 2017-2019
  • Financial Advisor, Waddell & Reed, Louisville, KY, 2004-2017

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

Spending time with family, friends, hiking, walking, trips to the lake, touring historical places and antique shopping.

Honored to receive recognition

All of us at Cardinal Pointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Cardinal Pointe Financial Group team and the great experience we work so hard to provide our clients every day.